Envestnet Announced the Launch of Wealth Trading
July 23, 202610 min
Built with Advisor Input, Wealth Trading Unifies Portfolio Management, Trading, and Execution in a Single End-to-End Experience
The New Advisor Battleground: Why a Family Office-Like Reporting Approach Matters
July 22, 202617 min
A family office-like reporting approach and personalized fintech tools are helping advisors strengthen client relationships, retain AUM, and navigate the great wealth transfer.
d1g1t announced the Launch of MCP Server
July 21, 20266 min
Enabling advisors to generate morning briefings, analyze portfolios, and prepare for client meetings faster using agentic AI
Morgan Stanley Wealth Management continues to invest in the E*TRADE platform with expanded offerings for investors at every stage, including long-term planning, active trading and more
Premium virtual assets pioneer BTCS (Middle East) Ltd. is now fully authorized by the Financial Services Regulatory Authority (FSRA) of ADGM, enabling regulated institutional services across the UAE.
Integrated software provides education and investing options through online banking
Abra Adds Four Executives to Drive Growth
July 10, 20265 min
The wealth management company’s executive team additions join as the company focuses on client growth and product expansion
ExchangiFi received a strategic investment from Prosperity Venture Partners and family office leader Tommy Mayes will join ExchangiFi's board of directors.
BetaNXT, CAIS Broaden Access to Alternative Investments
July 8, 20263 min
Partnership gives firms in the BetaNXT network access to CAIS alternatives capabilities, helping streamline trade and post-trade workflows
Feathery Tops $2B in Quarterly Advisor Transition Volume
July 1, 20266 min
Time-tested platform further expands footprint by enabling quick and easy onboarding for RIAs, broker-dealers